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Originally Posted by freebird5825
The lack of interest and experience with investing from both the 80 yo lady (and kids) is disturbing.
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Not that uncommon, most folks spend 6 times as much time planning their annual family vacations as thinking about retirement.........
Quote:
I offered options and did a lot of teaching and hand holding, but never exact investment directions.
That 1 heir who solicited my advice is very happy I helped out. YMMV.
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I have seen more than one sibling get sued by another based on 'teaching and free advice", best to tread very carefully.......
There's a reason I have E&O insurance that I spend $1800 a year on......
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Consult with your own advisor or representative. My thoughts should not be construed as investment advice. Past performance is no guarantee of future results (love that one).......:)
This Thread is USELESS without pics.........:)
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